New for ActiveCampaign: Assign Tasks

Matthew Guay
Matthew Guay / June 14, 2018

Assign Tasks in ActiveCampaign

You need a point person on deals, someone who knows exactly what needs done next to close. But one person can't do everything. With ActiveCampaign's new Task Assignment option in deal tasks, your entire team can now easily help make sure you win the most important deals.

Open your deal in ActiveCampaign, click the Add Deal Task button, and add the details as normal. In the lower right corner, you'll now see a person icon—click that to select the team member who should take on this task. Save the task, and ActiveCampaign will email them the task details, and mark that task in the deal with their name.

It's one more small way to speed up your ActiveCampaign deals and help your team collaborate on them.